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17 episodes
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The Inheritance Podcast Joe Reilly
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5.0 • 1 Rating
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Conversations with the best thought leaders on the non-financial side of family office work. Join host Joe Reilly as we learn from the top thinkers around wealth in families, inheritance, philanthropy and issues of wealth in the larger society. Great stories, insights and inspiration for the family principal or family office executive.
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Christian Stewart - Succession as a Design Process
Christian Stewart is a consultant in Hong Kong who started Family Wealth Legacy to help successful Asian families establish communication platforms and decision making structures for their family enterprise. Christian works with enterprising families as a process consultant, coach and family meeting facilitator. He helps families to form their own family council, family constitution and family policies, often in the context of planning for succession. He is a prolific author of excellent articles, which are available on his website, and the winner of many awards recognizing his thought leadership.
We had a rich conversation. Christian thinks succession should be thought of as a design process that breaks down the succession plan down into manageable components. For patriarchs consumed with management succession, Stewart gently reframes the narrative: “You have to invest in developing the human, intellectual, and social capital within the family.” He talks about the deep influence of Jay Hughes on his work, and elaborates on the interesting idea of co-regulating emotionally with his clients and the importance of meditation to his own work. Succession for Christian is not a transaction, but a multigenerational architectural feat.
Christian Stewart is the founder of Family Legacy Asia. He was previously a managing director at JP Morgan Private Bank, and head of wealth advisory in Asia. He was at PricewaterhouseCoopers in Hong Kong, as partner and head of the trust and private client group, and practiced law in Australia before that. Christian holds a bachelor of laws from the University of Adelaide.
Please enjoy my conversation with Christian Stewart.
WEBSITE: https://www.familylegacyasia.com/christian_stewart.htm
NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.
Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.
FOLLOW JOE: https://twitter.com/joereillyjr
WEBSITE: circulus.substack.com
PRIVATE CAPITAL PODCAST: https://podcasts.apple.com/us/podcast/private-capital/id1644526501
Thanks for listening. If you like the podcast, please share it with your friends and take a minute to leave us a review on Apple Podcasts. We appreciate it.
©2024 Joe Reilly -
Keith Whitaker - Cycle of the Gift
Keith Whitaker is an educator who consults with leaders and rising generation members of families with significant wealth.
We had an interesting conversation touching on Plato, Aristotle, Aquinas, but also on Keiths long practical experience working with the wealthy. We talk about the cycle of the gift in families, the concept of magnificence, and his work on books with Jay Hughes, Paul Schervish on Wealth and the Will of God and his recent collaboration with Tom McCullough on the Wealth of Wisdom books.
Keith is Managing Director of Wise Counsel Research. He is the co-author of Wealth and the Will of God, The Cycle of the Gift, The Voice of the Rising Generation, Family Trusts, Complete Family Wealth, Wealth of Wisdom: the Top 50 Questions Wealthy Families Ask, and Wealth of Wisdom: the Top Practices of Wealthy Families and their Advisors. Keith has served as a Managing Director at Wells Fargo Family Wealth, an adjunct professor of management at Vanderbilt University, and an adjunct assistant professor of philosophy at Boston College. Keith holds a Ph.D. in Social Thought from the University of Chicago, a BA and MA in Classics and Philosophy from Boston University.
Keith is one of the most thoughtful people in the family wealth world, and his knowledge of philosophy and respect for tradition made him a real pleasure to talk to. Please enjoy my conversation with Keith Whitaker.
AUTHOR PAGE: https://www.amazon.com/stores/Keith-Whitaker/author/B001HOPVCA
WEBSITE: https://www.wisecounselresearch.com/
KEITH'S PODCAST: https://www.wealthofwisdombook.com/podcast
NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.
Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.
FOLLOW JOE: https://twitter.com/joereillyjr
WEBSITE: https://www.circulus.co/
PRIVATE CAPITAL PODCAST: https://podcasts.apple.com/us/podcast/private-capital/id1644526501
Thanks for listening. If you like the podcast, please share it with your friends and take a minute to leave us a review on Apple Podcasts. We appreciate it.
©2024 Joe Reilly -
John A Warnick - Purposeful Planning
“Generativity is the human impulse to nurture, to do good things for the next generation and to see myself, my life, in a sense, being extended through the possibilities in my children and grandchildren.”
Today, in conjunction with the James E Hughes Jr. Foundation, I’d like to present my interview with one of Jay’s longtime collaborators John A. Warnick. John A., as he is known, is the founder of the Purposeful Planning Institute, which trains lawyers, financial planners, trustees, and wealth managers to work with clients on their planning that is congruent with their core values and vision. He was a long-time trusts and estates lawyer himself in Colorado with the firm Holme Roberts and Owen, where he chaired the Private Clients Services Group. He left the firm and began collaborating with Jay Hughes and Tim Belber, and began to focus on ensuring that the affluence of his clients was a positive force in the lives of their following generations. John A received his bachelor’s magna cum laude from Brigham Young University and his JD from George Washington University with honors.
Please enjoy my interview with John A Warnick.
Purposeful Planning Institute: https://purposefulplanninginstitute.com
NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.
Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.
FOLLOW JOE: https://twitter.com/joereillyjr
WEBSITE: https://www.circulus.co/
PRIVATE CAPITAL PODCAST: https://podcasts.apple.com/us/podcast/private-capital/id1644526501
Thanks for listening. If you like the podcast, please share it with your friends and take a minute to leave us a review on Apple Podcasts. We appreciate it.
©2024 Joe Reilly -
George Marcus - Lives In Trust
George Marcus wrote a book you probably haven’t heard of, but should. It is called Lives in Trust and it was published in 1992 and is $146 on Amazon right now.
Professor Marcus is an anthropologist who studied tribes in Tonga and then applied what he learned to study dynastic wealth in families starting in Texas. The book has great essays on the HL Hunt family, who tried to corner the silver market in 1980, the Bingham family, who fought over a newspaper chain in Kentucky, a study of two very different family fortunes in Galveston Texas, and an analysis of one of my favorite books, Old Money by Nelson Aldrich. He discusses the importance of your image of your ancestors and the creation of family ideology, the emptiness at the center of the Getty fortune, and a great essay by his collaborator the late respected philanthropic scholar Peter Dobkin Hall on the efforts of the Rockefeller family to control the narratives told about the family over decades.
In our discussion today, we talk about his career, the book, his interesting concept that he calls the “dynastic uncanny” and his fascinating dive into the meaning of nobility in the current-day Portuguese aristocracy.
I hope you enjoy my conversation with George Marcus.
Biography:
George Marcus is one of the world’s leading anthropologists. He is the Chancellor’s Professor at the University of California, Irving, and previously chaired the anthropology department at Rice University for twenty-five years. He is the author of dozens of books and articles including Ethnography Through Thick and Thin and Lives in Trust: The Fortunes of Dynastic Families in Late Twentieth-Century America. Professor Marcus received a B.A. from Yale in 1968 and a Ph.D from Harvard in 1976.
NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.
Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.
FOLLOW JOE: https://twitter.com/joereillyjr
WEBSITE: https://www.circulus.co/
PRIVATE CAPITAL PODCAST: https://podcasts.apple.com/us/podcast/private-capital/id1644526501
Thanks for listening. If you like the podcast, please share it with your friends and take a minute to leave us a review on Apple Podcasts. We appreciate it.
©2024 Joe Reilly -
Gunther Weil - Living in the World
Today we are speaking with Gunther Weil. Gunther has known some of the 20th century’s most interesting psychologists including Carl Rogers, Abraham Maslow, Gordon Allport, Timothy Leary and Henry Murray as well as such names as Tony Robbins and Eckhart Tolle. We talk about them, his journey in and out of the psychedelic world, and his later work with Jay Hughes and John A Warnick at the Purposeful Planning Institute, where he was their longtime Dean of Values. Gunther is a deeply thoughtful guest and his reflections on life, values, transcendence, grace and his own experiences of the various insightful communities he was involved in over the years.
Gunther M. Weil, Ph.D. is the founder and CEO of Value Mentors. He is an organizational consultant, family advisor, executive coach, educator, and psychologist. For the past 35 years, he has provided wise guidance to senior executives, family businesses, and for-profit and non-profit organizations in the areas of values-based leadership and organizational culture, innovation, team building, strategic planning, conflict resolution, and executive wellness. Weil earned his doctorate from Harvard University in 1965 and served as a Fulbright Scholar in Oslo, Norway. His early professional mentors included Carl Rogers, the creator of Client-Centered Psychotherapy, Arne Naess, the founder of Deep Ecology, and Abraham Maslow, the father of Humanistic Psychology. He is also a 40-year practitioner of Tai Chi Chuan and Master Instructor of Qi Gong.
NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.
WEBSITE: ValueMentors: https://valuementors.com
Names and Concepts Mentioned in the Podcast:
Gordon Allport: https://en.wikipedia.org/wiki/Gordon_Allport
Willem Nyland: https://www.gurdjieff.org/nyland.htm
Ralph Metzner: https://en.wikipedia.org/wiki/Ralph_Metzner
George Kelly: https://en.wikipedia.org/wiki/George_Kelly_(psychologist)
Frank X. Baron: https://en.wikipedia.org/wiki/Frank_Barron_(psychologist)
Milton Erickson: https://en.wikipedia.org/wiki/Milton_H._Erickson
Arne Ness: https://en.wikipedia.org/wiki/Arne_Næss
George Gurdjieff: https://en.wikipedia.org/wiki/George_Gurdjieff
PPI/John A Warnick: https://purposefulplanninginstitute.com/john-a-warnick/
Jay Hughes: https://jehjf.org
David McClelland: https://en.wikipedia.org/wiki/David_McClelland
Henry Murray: https://en.wikipedia.org/wiki/Henry_Murray
Milton Rokeach: https://en.wikipedia.org/wiki/Milton_Rokeach
Carl Rogers: https://en.wikipedia.org/wiki/Carl_Rogers
Abraham Maslow: https://en.wikipedia.org/wiki/Abraham_Maslow
Eckhart Tolle: https://en.wikipedia.org/wiki/Eckhart_Tolle
Jacob Needleman The American Soul: http://www.jacobneedleman.com/the-american-soul
TAT - Thematic Aptitude Test: https://en.wikipedia.org/wiki/Thematic_apperception_test
NLP Neurolinguistic Programming: https://en.wikipedia.org/wiki/Neuro-linguistic_programming
Concord Prison Project: https://en.wikipedia.org/wiki/Concord_Prison_Experiment
Good Friday Experiment: https://en.wikipedia.org/wiki/Marsh_Chapel_Experiment
Walter Pahnke: https://en.wikipedia.org/wiki/Walter_Pahnke
Harry Harlow Attachment in Chimps: https://www.simplypsychology.org/harlow-monkey.html
Konrad Lorenz Imprinting: https://www.simplypsychology.org/konrad-lorenz.html
Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.
FOLLOW JOE: https://twitter.com/joereillyjr
WEBSITE: https://www.circulus.co/
PRIVATE CAPITAL PODCAST: https://podcasts.apple.com/us/podcast/private-capital/id1644526501
Thanks for listening. If you like the podcast, please share it with your friends and take a minute to leave us a review on Apple Podcasts. We appreciate it.
©2023 Joe Reilly -
Jay Hughes - Wisdom of the Tribe
“Families that are failing spend all their time on power.”
Today's guest is Jay Hughes.
Jay and I had a deep and fascinating discussion about the development of the elder in a family, the importance of the midlife crisis, and transcendent values.
We also discussed many great pioneers in the family wealth field like Joanie Bronfman, Charlie Collier, and Peter Karoff, and we also talked about Matt Wesleys key paper on family culture, which I will link to in the show notes. Jay also mentioned that he is writing a new book with Mary K. Duke and Stacy Allred, and has a lecture course online with David Specht of the Drucker School, part of which I will also link to about the five capitals of wealth.
We turned over the new ideas in Wealth 3.0 and Jay had some great insights about how the industry restrains the field and how ideas evolve.
This is the inaugural interview The Inheritance Podcast in a series in conjunction with the James E. Hughes Jr Foundation. I’d like to invite you all to join us on this journey of exploration as I talk to Jay and those he has influenced Next up is Gunther Weil talking about values.
Jay Hughes is an author, advisor to families, and founder of a law partnership in New York that represented private clients throughout the world, and now retired from the active practice of wealth. His wonderful book, Family Wealth, Keeping it in the Family, has become a classic in the family wealth space, and where he warns that the shirtsleeves proverb is a warning and not a curse.
Please enjoy my interview with Jay Hughes.
Link to Matt Wesley Paper on Culture: https://jehjf.org/the-blob-how-culture-eats-structure-for-breakfast/
Link to Drucker Interview: https://vimeo.com/746951432/5cae8e6538
Link to Jay's book: https://www.amazon.com/Family-Wealth-Keeping-Intellectual-Financial-Generations/dp/157660151X
Link to James E. Hughes Jr. Foundation: https://jehjf.org
NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.
Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.
FOLLOW JOE: https://twitter.com/joereillyjr
WEBSITE: https://www.circulus.co/
PRIVATE CAPITAL PODCAST: https://podcasts.apple.com/us/podcast/private-capital/id1644526501
Thanks for listening. If you like the podcast, please share it with your friends and take a minute to leave us a review on Apple Podcasts. We appreciate it.
©2023 Joe Reilly
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